Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Puerto Rico's governor says the island's $72 billion debt load is too big to pay. OppenheimerFunds, the largest mutual-fund holder of the bonds, disagrees.
Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?
As stocks continue to slide, advisers scramble to head off sticker shock from clients over ugly August account statements.
Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.
Money manager asks the SEC for permission to build exotic funds.
Advisers must be prepared to give reasoned answers about moving to cash during market volatility.
September is the worst month for markets, historically. Here's what you should be thinking about.
<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Bill Gross says if the Fed raises interest rates this month, policy makers are increasingly likely to wait at least six months before a second hike. Market measures indicate the wait may be twice that long.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.
<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.
The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.
<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.
